Steerplan

Priority Alpha opening Q2 2026

Steer your money.
Don't just track it.

“ChatGPT for your finances — grounded in your real data.”

What This Actually Means

Users can ask:

Ask Steerplan

  • “How much can I spend this weekend?”
  • “Will I run into a cash gap next month?”
  • “What’s my runway if I lose Job 1?”
  • “Should I increase my ISA contribution?”
  • “Am I overleveraged?”

Powered By Your Data

Steerplan responds using:

  • Live bank transactions
  • Stored bills & loans
  • VAT liabilities
  • Income streams
  • Net worth
  • Wealth Score Index
  • Career context

That’s the difference.

AES-256
FCA Regulated
Bank Sync

What It Does / 01

AI Cash Flow Forecasting

See 30, 60, and 90-day projections before problems happen.

What It Does / 02

Wealth Score Index

A real-time score tracking your financial strength across liquidity, debt efficiency, savings velocity, and growth.

What It Does / 03

Smart Transaction Intelligence

Every transaction categorised and analysed — automatically — with insights to increase earning power and simulate debt payoffs and capital allocation strategies.